CBSE vs. PEZ ETF Comparison
Comparison of Changebridge Capital Sustainable Equity ETF (CBSE) to PowerShares Dynamic Consumer Discretionary (PEZ)
CBSE
Changebridge Capital Sustainable Equity ETF
CBSE Description
The investment seeks capital appreciation and lower volatility than the broader market. The fund is an actively-managed ETF that seeks to achieve its investment objective by purchasing securities Changebridge Capital, LLC, the fund's investment adviser, believes to have above-average financial characteristics and growth potential that exhibit positive ESG attributes. Under normal circumstances, it will invest at least 80% of its net assets, plus borrowings for investment purposes, in equity securities, including common stocks and depositary receipts, of sustainable companies. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$29.04
Average Daily Volume
887
35
PEZ
PowerShares Dynamic Consumer Discretionary
PEZ Description
The PowerShares Dynamic Consumer Discretionary Sector Portfolio (Fund) is based on the Dynamic Consumer Discretionary Sector IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intellidex Index thoroughly evaluates companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is comprised of common stocks of 60 US consumer companies. These are companies that are principally engaged in the businesses of providing consumer goods and services that are cyclical in nature, including retail, automotive, leisure and recreation, media and real estate. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.Grade (RS Rating)
Last Trade
$94.19
Average Daily Volume
5,963
39
Performance
| Period | CBSE | PEZ |
|---|---|---|
| 30 Days | 6.09% | 3.93% |
| 60 Days | 9.13% | 5.06% |
| 90 Days | 11.92% | 10.74% |
| 12 Months | 26.83% | 40.18% |
CBSE Overweight 33 Positions Relative to PEZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| TCOM | A | 3.51% | |
| INDI | F | 3.42% | |
| HUMA | B | 3.38% | |
| AVGO | C | 3.24% | |
| ASML | D | 3.18% | |
| AAPL | B | 3.1% | |
| MU | B | 3.04% | |
| NVDA | B | 3.02% | |
| STRL | A | 2.9% | |
| NU | B | 2.87% | |
| MSFT | C | 2.8% | |
| LRCX | D | 2.73% | |
| RDFN | C | 2.64% | |
| ICFI | B | 2.58% | |
| ECL | A | 2.57% | |
| TSM | B | 2.56% | |
| PANW | B | 2.55% | |
| NARI | D | 2.53% | |
| SN | A | 2.51% | |
| MMYT | B | 2.49% | |
| ERJ | C | 2.49% | |
| TDG | A | 2.44% | |
| TMDX | B | 2.41% | |
| CHK | C | 2.37% | |
| WTTR | B | 2.36% | |
| IBN | C | 2.3% | |
| BLBD | A | 2.25% | |
| OSW | A | 2.23% | |
| FTI | B | 2.19% | |
| GTLS | C | 1.95% | |
| BRCC | C | 1.85% | |
| HLX | B | 1.78% | |
| FCX | A | 1.6% |
CBSE Underweight 37 Positions Relative to PEZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| MOD | B | -5.86% | |
| ANF | B | -5.24% | |
| CMG | A | -5.1% | |
| DKS | D | -4.76% | |
| WING | B | -4.02% | |
| TOL | B | -3.83% | |
| DECK | D | -3.71% | |
| TPX | C | -3.64% | |
| RCL | B | -3.16% | |
| DUOL | D | -2.91% | |
| MCK | A | -2.88% | |
| CVNA | B | -2.83% | |
| PHM | B | -2.63% | |
| CAH | F | -2.53% | |
| NFLX | C | -2.49% | |
| NVR | D | -2.45% | |
| TXRH | A | -2.43% | |
| BLD | C | -2.32% | |
| H | D | -2.3% | |
| DASH | D | -2.26% | |
| SIG | D | -2.15% | |
| RRR | D | -2.14% | |
| GPS | D | -2.11% | |
| RL | D | -2.1% | |
| SKYW | B | -2.04% | |
| BECN | C | -2.04% | |
| MHO | C | -1.99% | |
| PVH | D | -1.94% | |
| KTB | B | -1.78% | |
| IBP | D | -1.71% | |
| GTX | D | -1.52% | |
| TMHC | B | -1.41% | |
| SGBX | D | -1.4% | |
| DFH | D | -1.08% | |
| GRBK | B | -1.02% | |
| BZH | D | -0.89% | |
| ARHS | B | -0.84% |
CBSE: Top Represented Industries & Keywords
PEZ: Top Represented Industries & Keywords
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